Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lord is a financial advisor in Chicago, Illinois. Michael has been working in the financial services industry since 2010. Michael is currently registered with Cibc Private Wealth Advisors, Inc. and is licensed to provide investment advice in Illinois.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Index provider
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
02/07/2023 - Present
Cibc Private Wealth Advisors, Inc. (Chicago IL)
IL
08/02/2019 - 08/21/2021
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
08/15/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 03/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/28/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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